Castleview Partners is a registered investment advisor that manages investment portfolios for individuals, high-net-worth individuals, corporations, non-profits, and retirement plans. Castleview offers advisor-directed managed accounts, third-party money manager accounts, combined advisor-directed and money manager model accounts, and financial planning. Castleview also provides advisory, sub-advisory, and operational support services to other investment advisory firms through its aiAlpha platform.
Assets Under Management$330M
Clients495
Advisors13
Avg. per Client$670K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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